This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
eds_admin_management [2022/06/06 15:24] jmulvaney [EBSCO Core Indexes] |
eds_admin_management [2022/06/06 15:31] jmulvaney [UMass SCUA Digital Collections (ir01012a)] |
||
---|---|---|---|
Line 78: | Line 78: | ||
* Academic Search and Business Source: Includes metadata for more than these two resources. EDS suggests that we enable them regardless of subscription. | * Academic Search and Business Source: Includes metadata for more than these two resources. EDS suggests that we enable them regardless of subscription. | ||
* EBSCO Partner Databases: Publishers and databases partnered with EBSCO to provide metadata for EDS searching. | * EBSCO Partner Databases: Publishers and databases partnered with EBSCO to provide metadata for EDS searching. | ||
- | * Check EBSCO Connect for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes. | + | * Check [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information|EBSCO Connect]] for more information about content. Unfortunately, very little detail is provided, and there is no signal when content is indexed in one of the larger indexes. |
* Subject Indexes: Includes databases that do not work directly with discovery services, such as: America: History & Life, Art Abstracts, Atla Religion Database, Biological Abstracts, CAB Abstracts, CINAHL, EconLit, PsycINFO, RILM Abstracts of Music Literature, and more. | * Subject Indexes: Includes databases that do not work directly with discovery services, such as: America: History & Life, Art Abstracts, Atla Religion Database, Biological Abstracts, CAB Abstracts, CINAHL, EconLit, PsycINFO, RILM Abstracts of Music Literature, and more. | ||
Line 84: | Line 84: | ||
Local collections of content can be created to populate the LCL Collections select box in a CustomLink editing view. Some CustomLinks require creation of LCL collections to facilitate linking (Lit .Crit. Online, JSTOR Books) and some LCL collections are created for when we have a very small subset of whatever LCL collection is being offered in EDS. | Local collections of content can be created to populate the LCL Collections select box in a CustomLink editing view. Some CustomLinks require creation of LCL collections to facilitate linking (Lit .Crit. Online, JSTOR Books) and some LCL collections are created for when we have a very small subset of whatever LCL collection is being offered in EDS. | ||
- | //Consider sending files to Support to ensure that the collections will be created successfully.// | + | //Send files to Support to ensure that the collections will be created successfully.// |
- | + | ||
- | * To create a local collection, you must first have some sort of datafile from a publisher platform. | + | |
- | * A title list, KBART or CSV export, etc. | + | |
- | * It should at least include IS*N and a title. | + | |
- | * Other information like date thresholds, call numbers (for print), holdings notes should be created prior to upload. See Kat for more details. | + | |
- | * Save whatever file you have as a .txt tab delimited format | + | |
- | * **DO NOT INCLUDE THE FIRST LINE AS A HEADER** | + | |
- | * Go to the EBSCOAdmin and choose "Local Collections" from the menu ribbon. | + | |
- | * First select Add a New Collection | + | |
- | * You must create an ID and Description. The ID character limit is very small. | + | |
- | * Include Alternate ISSNs is selected as a default. If the content is mixed media or eBooks turn this off. | + | |
- | * Submit | + | |
- | * Find the collection line and click "Go" | + | |
- | * Now you need to actually upload the titles into the LCL Collection | + | |
- | * Choose "Upload Local Titles" above the Browse bar and collection name. | + | |
- | * Leave the File Type as Tab Delimited | + | |
- | * File Encoding refers to the characters of the text. If there are non latin letters they are considered encoded. For example, German umlauts are encoded as UTF-8. View the [[https://connect.ebsco.com/s/article/What-is-the-Field-Encoding-field-when-I-upload-a-Local-Collection-in-EBSCOadmin|Field Encoding Page]] for specific coding types. | + | |
- | * Take the Collection ID you created from the step above | + | |
- | * Indicate which columns reflect which field. | + | |
- | * Column numbers must be surrounded in Brackets. | + | |
- | * Update Mode: Append is for adding content, Replace is for overwriting existing content. Use append for new LCL collections or small additions. | + | |
- | * Attach the file and leave an email to be notified by | + | |
- | * Submit | + | |
- | * Once the titles are added you can select the LCL collection in a CustomLink editing screen. | + | |
==== Direct URL Building ==== | ==== Direct URL Building ==== | ||
To build a direct URL to one of the EBSCOHost resources, use their [[https://support.ebsco.com/eit/urlb.php|Direct URL Builder]] | To build a direct URL to one of the EBSCOHost resources, use their [[https://support.ebsco.com/eit/urlb.php|Direct URL Builder]] | ||
Line 133: | Line 108: | ||
* First, navigate to EBSCO Connect. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information | EBSCO Connect.]] | * First, navigate to EBSCO Connect. As long as the resource is partnered, they should be on the Database list. Check for what sort of metadata is provided on [[https://connect.ebsco.com/s/article/EBSCO-Discovery-Service-Partner-Database-Information | EBSCO Connect.]] | ||
* Use the link to download the actual spreadsheet that used to exist on the EDS Wiki. | * Use the link to download the actual spreadsheet that used to exist on the EDS Wiki. | ||
- | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in CORAL. | + | * If it isn't on the spreadsheet then it can't be activated in EDS. Make a note in FOLIO. |
* If it is, check to see what sort of metadata is actually provided to EBSCO. | * If it is, check to see what sort of metadata is actually provided to EBSCO. | ||
* The FAQ section can also give information about what is actually available in EDS. | * The FAQ section can also give information about what is actually available in EDS. | ||
Line 155: | Line 130: | ||
* Scroll down and click submit at the bottom of the page. | * Scroll down and click submit at the bottom of the page. | ||
* If it is already enabled go ahead and move on and set up the CustomLink | * If it is already enabled go ahead and move on and set up the CustomLink | ||
- | * Record the name of the Database from the DB Tab in the "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes. | + | * Record the name of the Database in an EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=DB to Yes. |
==== CustomLink Creation ==== | ==== CustomLink Creation ==== | ||
Line 205: | Line 180: | ||
* Once you have made the changes you need, be sure to click submit at the bottom of the page. | * Once you have made the changes you need, be sure to click submit at the bottom of the page. | ||
- | * Put the name of the LCL Collection from the Editing Window in the "Discovery Details" note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes. | + | * Put the name of the CL and the LCL Collection from the Editing Window in the EDS Metadata & Linking note in FOLIO. Mark the "Data Integration" section EDS=CL to Yes. |
==== CustomLink Rankings ==== | ==== CustomLink Rankings ==== | ||
Line 224: | Line 199: | ||
* 90 = Indexes (Web of Science/MathSciNet) | * 90 = Indexes (Web of Science/MathSciNet) | ||
* Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit. | * Once you've assigned or changed a ranking, scroll down to the bottom of the page a click submit. | ||
- | * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is. | + | * Put the name of the CustomLink from the Ranking Screen in the "EDS Metadata & Linking" note in FOLIO. Also mark what the ranking is. |
* Linking in EDS tries to match a partner database with the CustomLink for the same partner, but if something is ranked higher than that partner full text may be found elsewhere and prioritized. For example, a record could come from aggregator metadata like Gale's, but since individual publishers are ranked higher an Accessible Archives CL could provide the actual full text. | * Linking in EDS tries to match a partner database with the CustomLink for the same partner, but if something is ranked higher than that partner full text may be found elsewhere and prioritized. For example, a record could come from aggregator metadata like Gale's, but since individual publishers are ranked higher an Accessible Archives CL could provide the actual full text. | ||
* Only one CustomLink will ever show on an EDS Metadata Record. | * Only one CustomLink will ever show on an EDS Metadata Record. | ||
Line 233: | Line 208: | ||
===== Renewal Procedures ===== | ===== Renewal Procedures ===== | ||
- | Checking renewals in EDS is actually easier than SFX. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There's a quick three step process for processing a renewal when it shows up in your CORAL queue. | + | Checking renewals in EDS is actually easier than enabling content. Since for the time being we don't really know what the metadata inside a DB is, we don't have to worry about changing content. There's a quick three step process for processing a renewal when it shows up in your CORAL queue. |
- | ==== Checking Metadata ==== | + | === Checking Metadata === |
* Check the Discovery Details note in FOLIO to see if the resource is activated in EDS | * Check the Discovery Details note in FOLIO to see if the resource is activated in EDS | ||
* If it is, go to the Admin and make sure the metadata is still enabled. | * If it is, go to the Admin and make sure the metadata is still enabled. | ||
Line 243: | Line 218: | ||
* Skip the rest of these steps and mark the Workflow step complete. | * Skip the rest of these steps and mark the Workflow step complete. | ||
- | ==== Checking CustomLinks ==== | + | === Checking CustomLinks === |
* If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above. | * If the resource is activated in EDS, check the CustomLink settings to make sure they reflect the notes above. | ||
* Make sure the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection. | * Make sure the correct LCL Collections are still selected. If there are new collections please select an appropriate LCL Collection. | ||
- | * If anything has changed or new collections are added, update the Discovery Details note in FOLIO. Make sure the "Data Integration" section EDS=CL to Yes. | + | * If anything has changed or new collections are added, update the EDS notes in FOLIO. Make sure the "Data Integration" section EDS=CL to Yes. |
- | ==== Checking Rankings ==== | + | === Checking Rankings === |
* If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above. | * If the CustomLink is configured correctly, check the ranking to make sure that it reflects the list above. | ||
- | * Put the name of the CustomLink from the Ranking Screen in the "Discovery Details" note in FOLIO. Also mark what the ranking is. | + | * Put the name of the CustomLink from the Ranking Screen in the EDS note in FOLIO. Also mark what the ranking is. |
- | + | ||
- | ==== Checking Linking in EDS ==== | + | |
- | TBD | + | |
===== EBSCO Regular Tasks ===== | ===== EBSCO Regular Tasks ===== | ||
Line 280: | Line 252: | ||
==== UMass SCUA Digital Collections (ir01012a) ==== | ==== UMass SCUA Digital Collections (ir01012a) ==== | ||
- | **This isn't working with newer versions of excel** | + | **The older version of using an Excel data model doesn't work anymore, please use workaround.** |
**Workaround** | **Workaround** |